Lumentum Holdings Inc. (LITE) vs TE Connectivity plc (TEL)
A side-by-side comparison of Lumentum Holdings Inc. and TE Connectivity plc across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 8, 2026. Differences are shown without an overall score or investment verdict.
LITE
Lumentum Holdings Inc.
$890.17TechnologyAt close: Aug 7, 2026, 4:00 PM ET
TEL
TE Connectivity plc
$216.33TechnologyAt close: Aug 7, 2026, 4:00 PM ET
Total return — LITE vs TEL
growth of $100 · dividends reinvested · last 11yLITE +5136.3%TEL +329.0%LITE compounded faster
Log scale — wide-divergence pair
LITE TEL
LITE vs TEL: by the numbers
- •LITE is the larger company ($69.26B vs $62.72B market cap).
- •TEL trades at the lower trailing earnings multiple (21.21 vs 164.85 P/E), one valuation lens rather than an overall verdict.
- •LITE converts more revenue to profit (17.68% vs 15.75% net margin).
- •TEL grew revenue faster over the past five years (5.91% vs -1.01% CAGR).
- •TEL pays a dividend (1.35% yield), while LITE has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | LITE | TEL |
|---|---|---|
| P/E ratio | 164.85 | 21.21 |
| Forward P/E | 108.23 | 18.92 |
| P/S ratio | 34.41 | 3.31 |
| P/B ratio | 28.80 | 4.79 |
| EV / EBITDA | 170.68 | 14.55 |
| FCF yield | 0.32% | 5.74% |
Profitability
| Metric | LITE | TEL |
|---|---|---|
| Gross margin | 27.96% | 35.43% |
| Operating margin | -11.68% | 19.09% |
| Net margin | 17.68% | 15.75% |
| ROE | 14.79% | 22.77% |
| ROIC | 0.75% | 8.82% |
Dividends
| Metric | LITE | TEL |
|---|---|---|
| Dividend yield | N/A | 1.35% |
| Payout ratio | N/A | 46.94% |
Growth (annualized)
| Metric | LITE | TEL |
|---|---|---|
| Revenue CAGR (5Y) | -1.01% | 5.91% |
| EPS CAGR (5Y) | -26.64% | -2.46% |
| FCF CAGR (5Y) | -7.72% | 12.18% |
| Total return CAGR (5Y) | 61.37% | 9.39% |
Frequently asked
- Which has the lower trailing P/E, LITE or TEL?
- TEL has the lower trailing P/E: LITE trades at 164.85 and TEL at 21.21. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, LITE or TEL?
- Over the past five years, TEL grew revenue faster — LITE at a -1.01% CAGR versus TEL at 5.91%.
- Does LITE or TEL pay a bigger dividend?
- TEL pays a dividend (1.35% yield), while LITE has no payments in the available dividend history.
- Is LITE or TEL more profitable?
- LITE runs the higher net margin — LITE at 17.68% versus TEL at 15.75%.
- How have LITE and TEL total returns compared?
- Over the past 10 years, LITE delivered 39.73% and TEL delivered 15.93% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Lumentum P/E ratioTE Connectivity P/E ratioLumentum dividend yieldTE Connectivity dividend yieldLumentum ROETE Connectivity ROELumentum operating marginTE Connectivity operating marginLumentum revenue growthTE Connectivity revenue growthLumentum free cash flowTE Connectivity free cash flow
Lumentum & TE Connectivity appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 8, 2026.